# M3 Usa Corporation 401(k) Plan
Source: https://planprovider.pro/companies/m3-usa-corporation-401k-plan

> M3 Usa Corporation's 401(k) plan: 642 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** M3 Usa Corporation

- **Sponsor EIN:** 710955864

- **Sponsor Address:** 501 OFFICE CENTER DRIVE, FORT WASHINGTON, PA, 19034

- **Plan Type:** 401(k)

- **Total Participants:** 642

- **Total Assets:** $58.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|642|$58.1M|$2.1M|$4.3M|

| 2023|655|$46.6M|$1.6M|$3.6M|

| 2022|677|$29.9M|$1.5M|$3.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| POINTOAK RETIREMENT ADVISORS|INVESTMENT ADVISORY|$55,250|—|$55,250|

| TRANSAMERICA RETIREMENT SOLUTIONS,|RECORDKEEPER|$48,286|—|$48,286|

| ATLANTIC PENSION SERVICES, INC|RECORDKEEPER|$12,301|—|$12,301|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $115,837

- **Estimated Expense Ratio:** 0.200% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$116,729|$116,729|—|—|—|

| 2023|$94,674|$94,674|—|—|—|

| 2022|$89,801|$89,801|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/m3-usa-corporation-401k-plan)

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